Renaissance Macro’s Neil Dutta says the upcoming inflation print is critical and that another firm reading could keep a September Fed hike in play even as markets expect the Fed to hold. The note increases near-term rate-hike probability tied to the inflation data, reinforcing a cautious macro backdrop for risk assets.
Renaissance Macro’s Neil Dutta says the upcoming inflation print is critical and that another firm reading could keep a September Fed hike in play even as markets expect the Fed to hold. The note increases near-term rate-hike probability tied to the inflation data, reinforcing a cautious macro backdrop for risk assets.
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Request DemoOverall Sentiment
mildly negative
Sentiment Score
-0.20
